Interact to see
Advertisement
Advertisement
AWSHX vs OALVX
AWSHX vs OALVX Comparison
Open Charts AWSHX vs OALVX
AWSHX vs OALVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWSHX vs. OALVX commentary
Aug 03, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AWSHX is a Buy and OALVX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 219B vs. OALVX (1.94B). AWSHX pays higher dividends than OALVX: AWSHX (1.20) vs OALVX (0.70). AWSHX was incepted earlier than OALVX: AWSHX (74 years) vs OALVX (23 years). OALVX (1.17) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 29.00 vs. OALVX (16.00). AWSHX (6%) and OALVX (6%) have equivalent initial investment costs. AWSHX has a lower initial minimum investment than OALVX: AWSHX (250) vs OALVX (1000). OALVX annual gain was more profitable for investors over the last year : 13.92 vs. AWSHX (6.76). AWSHX return over 5 years is better than : 27.56 vs. OALVX (10.43).
| AWSHX | OALVX | AWSHX / OALVX | |
| Total Expense Ratio | 0.55 | 1.17 | 47% |
| Annual Report Gross Expense Ratio | 0.55 | 1.17 | 47% |
| Fund Existence | 74 years | 23 years | - |
| Gain YTD | 4.890 | 12.729 | 38% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 1.94B | 11,312% |
| Annual Yield % from dividends | 1.20 | 0.70 | 173% |
| Returns for 1 year | 6.76 | 13.92 | 49% |
| Returns for 3 years | 27.11 | 15.32 | 177% |
| Returns for 5 years | 27.56 | 10.43 | 264% |
| Returns for 10 years | 78.71 | 54.49 | 144% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers